FFA
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Farther Finance Advisors’s Braze BRZE Stock Holding History

Farther Finance Advisors’s Portfolio BRZE Stock Details BRZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$52.6K Buy
2,094
+241
+13% +$6.47K ﹤0.01% 3380
2026
Q2 		$40.1K Buy
1,853
+182
+11% +$4.05K ﹤0.01% 3428
2026
Q1 		$39.4K Buy
1,671
+1,629
+3,879% +$35.2K ﹤0.01% 3170
2025
Q4 		$1.44K Buy
42
+22
+110% +$652 ﹤0.01% 4803
2025
Q3 		$569 Buy
20
+15
+300% +$425 ﹤0.01% 4507
2025
Q2 		$141 Sell
5
-40
-89% -$1.26K ﹤0.01% 4265
2025
Q1 		$1.64K Hold
45
– – ﹤0.01% 3459
2024
Q4 		$1.89K Hold
45
– – ﹤0.01% 3019
2024
Q3 		$1.46K Hold
45
– – ﹤0.01% 3114
2024
Q2 		$1.77K Hold
45
– – ﹤0.01% 2842
2024
Q1 		$1.93K Hold
45
– – ﹤0.01% 2500
2023
Q4 		$2.39K Buy
+45
New +$2.23K ﹤0.01% 2356

Other funds holding BRZE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's BRZE Position: Q3 2026 in Review

Farther Finance Advisors increased its Braze (BRZE) stake by 13% in Q3 2026, buying an estimated $6.47K and bringing the position to 2,094 shares worth $52.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3380.

Farther Finance Advisors first reported a position in BRZE in Q4 2023 and has held it in 12 quarters since. 13 funds tracked by Wall St. Rank hold BRZE as of Q3 2026.

  • Farther Finance Advisors held 2,094 shares of Braze worth $52.6K as of Q3 2026.
  • Farther Finance Advisors bought 241 Braze shares in Q3 2026, an estimated $6.47K.
  • Braze made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3380 holding.
  • Farther Finance Advisors first reported a position in Braze in Q4 2023 and has held it in 12 quarters since.
  • 13 funds tracked by Wall St. Rank held Braze as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.